Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Canfield Hunt has been in the financial services industry since 1990. Kevin is currently registered with Osaic Wealth, Inc. in South Jordan, UT. Kevin is a registered investment advisor, with the Series 6, 63, and 65 licenses. Kevin has experience in retirement plan consulting, administration, investment advisory, and insurance services. Kevin has experience with clients such as individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
09/29/2022 - Present
Osaic Wealth, Inc. (SOUTH JORDAN UT)
UT
02/19/1997 - 05/06/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SOUTH JORDAN UT)
WI
09/21/1995 - 03/11/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/21/1995 - 03/11/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
05/08/1990 - 08/08/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 09/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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